Have a question?

90-minute Session

Are you seeking a financial check-up or looking to confirm an important financial decision with an expert before taking action?

Or maybe you are worried about your parents' finances and their retirement and would like to book a time for them to speak with Huyen Nguyen CFP®, in Vietnamese, to get a check up and actionable advice that bring them closer to financial security?

For a one-time fee of $400, you can book a 90-minute financial consultation to discuss any questions about your finances.

The session is designed as an interactive collaboration. To help you make the most of our time together, we’ll provide a pre-meeting checklist so you can prepare and bring any relevant documents.

We invite you to schedule a free 30-minute Zoom call first to make sure we are a good fit and that the 90-minute session fits your needs.

CONTACT

(717) 809-0505
huyen@inclusivewealthfp.com

We work with clients virtually, but if you reside around Mechanicsburg and Harrisburg (PA), we can arrange for in-person meetings.